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Ashraf Eassa

 
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  • Qualcomm's Apple Problem [View article]
    Despite all of these companies designing their own chips, Qualcomm has 58% of the market.

    Eventually, IMO, most of these companies trying to roll their own will stop. Smartphone margins are already in the toilet and R&D costs for competitive mobile chips are very high.

    It'll prove better to pay experts like Qualcomm, MDTK, and perhaps Intel if it cleans its act up, than to try to roll your own.

    --AE
    Nov 14, 2014. 09:53 AM | Likes Like |Link to Comment
  • Intel: More Good News About The Mobile Losses [View article]
    "The question that analysts need to ask on Nov 20, and that Intel needs to answer is, exactly where are you spending nearly $4 billion a year on mobile and communications."

    Hear, hear!

    --AE
    Nov 13, 2014. 06:53 PM | 10 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    osolemio

    SoFIA = Smart or Feature Phone on Intel Architecture

    --AE
    Nov 13, 2014. 06:42 PM | Likes Like |Link to Comment
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    When was the last time AMD meaningfully surprised to the upside or downside relative to guidance?

    --AE
    Nov 12, 2014. 01:03 PM | Likes Like |Link to Comment
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    TechResearch

    AMD already issued its earnings guidance for Q4. You should run the numbers and report back to us what AMD's expects its next quarter's net income/loss will be...

    --AE
    Nov 12, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    I think SoFIA will do better than Intel's previous phone efforts, although that's not saying much. In terms of design wins, Intel actually got WORSE over time even though their products got better.

    That said, I think SoFIA (moreso the LTE version) will be a good part and it'll do well. Intel seems to be focusing on what customers actually want (comms integration, low BoM) with this chip.

    --AE
    Nov 11, 2014. 04:59 PM | 3 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    trader_xx

    Intel did state that they will be launching a 14nm SoFIA in early 2016. We'll see if they can deliver...

    --AE
    Nov 11, 2014. 03:39 PM | 2 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    There's no need for any of these "revolutionary technology" gynmastics that people keep talking about...

    Intel needs to just develop good mobile SoC products that people actually want to buy. That's it. No magic technologies required, IMO.

    --AE
    Nov 11, 2014. 12:47 PM | 7 Likes Like |Link to Comment
  • Today In SA PRO: Tuesday, November 11 [View article]
    Thanks for the shout-out!

    --AE
    Nov 11, 2014. 07:50 AM | Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    Partially :-)

    But I do think it's a point worth discussing...Samsung has world-class logic fabs, they're getting a lot better at their in-house mobile SoCs, own DRAM, own NAND, and are probably very uniquely positioned to do exactly what you're thinking Intel might be up to.

    Unless, as is probably the case, I don't quite get what you're getting at!

    --AE
    Nov 10, 2014. 09:03 PM | 3 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    Russ

    In other words, you want Intel to become Samsung...

    Why not just invest in Samsung?

    --AE
    Nov 10, 2014. 02:40 PM | 2 Likes Like |Link to Comment
  • GoPro To $30 Within 12 Months - The Comps Wall Street Isn't Talking About [View article]
    "GPRO may be over priced but GPRO will continue to beat expectations based on unforeseen revenue streams."

    How can they be "unforeseen" if you are predicting them here? :-)

    --AE
    Nov 10, 2014. 10:17 AM | 2 Likes Like |Link to Comment
  • Entropic making CEO change, cutting 40% of workforce [View news story]
    Good thing they still have about $107 million in cash on the books. The key is to stop the bleeding for now and then take it from there.

    A tough day for ENTR shareholders, but I'm glad they're taking the action that they need to in order to try to get back to profitability.

    --AE
    Nov 10, 2014. 08:08 AM | Likes Like |Link to Comment
  • Dendreon: Time To Answer Questions [View article]
    "Do not believe the hysteria the media and this author puts out; it is not an either or situation."

    Looks like Bill was right...company just filed for Ch. 11...

    --AE
    Nov 10, 2014. 07:56 AM | Likes Like |Link to Comment
  • Squllier's Declaration Sheds Light On Bankruptcy Details For GT Advanced Technologies [View article]
    "It's crystal clear to me that TG played an elaborate pump and dump. He seems to have orchestrated it within the letter of the law. Slow but steadily rising dumping, directly proportional to the hype cycle.

    Worst of all, he apparently threw a hail mary with the sapphire deal, extending the pump and dump. I believe he and his team knew the deal could never be fulfilled. It speaks to the kind of human beings they are, recklessly playing with investors and, actually, Apple. The icing on the cake is that TG failed to give due notice of negative material changes.

    I'm not naive. I know the law gives wide berth for this kind of unethical behavior. The odds are TG will get away with this. Again, I just hope something is found that the SEC can heavily leverage...and see that justice is done."

    This!

    --AE
    Nov 9, 2014. 02:33 PM | 3 Likes Like |Link to Comment
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